The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 969 16,373 SH   SOLE 0 16,373 0
ABERCROMBIE & FITCH CO CL A 002896207 2,837 105,099 SH   SOLE 0 105,099 0
ABIOMED INC COM 003654100 16,537 183,183 SH   SOLE 0 183,183 0
ACUITY BRANDS INC COM 00508Y102 3,202 13,696 SH   SOLE 0 13,696 0
AETNA INC NEW COM 00817Y108 8,482 78,453 SH   SOLE 0 78,453 0
AFLAC INC COM 001055102 8,215 137,147 SH   SOLE 0 137,147 0
AIR PRODS & CHEMS INC COM 009158106 7,513 57,751 SH   SOLE 0 57,751 0
AKAMAI TECHNOLOGIES INC COM 00971T101 309 5,876 SH   SOLE 0 5,876 0
ALASKA AIR GROUP INC COM 011659109 0 6 SH   SOLE 0 6 0
ALIGN TECHNOLOGY INC COM 016255101 12,611 191,515 SH   SOLE 0 191,515 0
ALLEGIANT TRAVEL CO COM 01748X102 1,383 8,245 SH   SOLE 0 8,245 0
ALLSTATE CORP COM 020002101 14,358 231,246 SH   SOLE 0 231,246 0
ALPHABET INC CAP STK CL A 02079K305 52,660 67,686 SH   SOLE 0 67,686 0
ALPHABET INC CAP STK CL C 02079K107 31,203 41,118 SH   SOLE 0 41,118 0
ALTRIA GROUP INC COM 02209S103 39,566 679,717 SH   SOLE 0 679,717 0
AMAZON COM INC COM 023135106 107,687 159,327 SH   SOLE 0 159,327 0
AMEREN CORP COM 023608102 20,243 468,269 SH   SOLE 0 468,269 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 10,300 664,536 SH   SOLE 0 664,536 0
AMERICAN ELEC PWR INC COM 025537101 998 17,141 SH   SOLE 0 17,141 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 113 4,707 SH   SOLE 0 4,707 0
AMERICAN FINL GROUP INC OHIO COM 025932104 2,287 31,729 SH   SOLE 0 31,729 0
AMERICAN INTL GROUP INC COM NEW 026874784 696 11,246 SH   SOLE 0 11,246 0
AMGEN INC COM 031162100 25,266 155,649 SH   SOLE 0 155,649 0
AMTRUST FINL SVCS INC COM 032359309 782 12,708 SH   SOLE 0 12,708 0
ANALOG DEVICES INC COM 032654105 6,996 126,478 SH   SOLE 0 126,478 0
ANTHEM INC COM 036752103 8,905 63,867 SH   SOLE 0 63,867 0
APPLE INC COM 037833100 100,580 955,546 SH   SOLE 0 955,546 0
APTARGROUP INC COM 038336103 1,755 24,168 SH   SOLE 0 24,168 0
ARISTA NETWORKS INC COM 040413106 24,704 317,381 SH   SOLE 0 317,381 0
ASPEN TECHNOLOGY INC COM 045327103 7,096 187,942 SH   SOLE 0 187,942 0
ASSURANT INC COM 04621X108 175 2,182 SH   SOLE 0 2,182 0
AT&T INC COM 00206R102 2,625 76,307 SH   SOLE 0 76,307 0
AUTOZONE INC COM 053332102 8,430 11,363 SH   SOLE 0 11,363 0
AVERY DENNISON CORP COM 053611109 40,487 646,149 SH   SOLE 0 646,149 0
BAIDU INC SPON ADR REP A 056752108 0 28,600 SH   SOLE 0 28,600 0
BALL CORP COM 058498106 15,769 216,827 SH   SOLE 0 216,827 0
BANK AMER CORP COM 060505104 650 38,646 SH   SOLE 0 38,646 0
BARD C R INC COM 067383109 917 4,844 SH   SOLE 0 4,844 0
BED BATH & BEYOND INC COM 075896100 29,590 613,268 SH   SOLE 0 613,268 0
BERKLEY W R CORP COM 084423102 5 109 SH   SOLE 0 109 0
BEST BUY INC COM 086516101 58 1,911 SH   SOLE 0 1,911 0
BIG LOTS INC COM 089302103 26,005 674,777 SH   SOLE 0 674,777 0
BIO RAD LABS INC CL A 090572207 261 1,885 SH   SOLE 0 1,885 0
BIOGEN INC COM 09062X103 65,667 214,353 SH   SOLE 0 214,353 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 690 6,590 SH   SOLE 0 6,590 0
BLUE BUFFALO PET PRODS INC COM 09531U102 3,109 166,217 SH   SOLE 0 166,217 0
BOEING CO COM 097023105 36,166 250,131 SH   SOLE 0 250,131 0
BOSTON BEER INC CL A 100557107 2,626 13,006 SH   SOLE 0 13,006 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 135 14,804 SH   SOLE 0 14,804 0
BROWN FORMAN CORP CL B 115637209 30 306 SH   SOLE 0 306 0
BUNGE LIMITED COM G16962105 1,127 16,512 SH   SOLE 0 16,512 0
CADENCE DESIGN SYSTEM INC COM 127387108 44,482 2,137,537 SH   SOLE 0 2,137,537 0
CATHAY GEN BANCORP COM 149150104 856 27,330 SH   SOLE 0 27,330 0
CAVIUM INC COM 14964U108 4,083 62,139 SH   SOLE 0 62,139 0
CEB INC COM 125134106 303 4,943 SH   SOLE 0 4,943 0
CELGENE CORP COM 151020104 23,706 197,952 SH   SOLE 0 197,952 0
CENTENE CORP DEL COM 15135B101 66,568 1,011,524 SH   SOLE 0 1,011,524 0
CENTERPOINT ENERGY INC COM 15189T107 221 12,045 SH   SOLE 0 12,045 0
CENTURYLINK INC COM 156700106 1,592 63,313 SH   SOLE 0 63,313 0
CF INDS HLDGS INC COM 125269100 6,711 164,464 SH   SOLE 0 164,464 0
CHEMTURA CORP COM NEW 163893209 1,534 56,283 SH   SOLE 0 56,283 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 26 1,530 SH   SOLE 0 1,530 0
CHEVRON CORP NEW COM 166764100 18,422 204,788 SH   SOLE 0 204,788 0
CHINA BIOLOGIC PRODS INC COM 16938C106 0 23,800 SH   SOLE 0 23,800 0
CINCINNATI FINL CORP COM 172062101 6,130 103,608 SH   SOLE 0 103,608 0
CINTAS CORP COM 172908105 36,364 399,390 SH   SOLE 0 399,390 0
CIRRUS LOGIC INC COM 172755100 7,802 264,232 SH   SOLE 0 264,232 0
CISCO SYS INC COM 17275R102 59 2,189 SH   SOLE 0 2,189 0
CITIGROUP INC COM NEW 172967424 36,228 700,059 SH   SOLE 0 700,059 0
CITRIX SYS INC COM 177376100 19,222 254,097 SH   SOLE 0 254,097 0
CLOROX CO DEL COM 189054109 15,492 122,155 SH   SOLE 0 122,155 0
CME GROUP INC COM 12572Q105 83 925 SH   SOLE 0 925 0
COACH INC COM 189754104 18 554 SH   SOLE 0 554 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 53 884 SH   SOLE 0 884 0
COMCAST CORP NEW CL A 20030N101 2,517 44,615 SH   SOLE 0 44,615 0
CONOCOPHILLIPS COM 20825C104 67 1,451 SH   SOLE 0 1,451 0
CONSOLIDATED EDISON INC COM 209115104 6,489 100,969 SH   SOLE 0 100,969 0
CULLEN FROST BANKERS INC COM 229899109 1,163 19,386 SH   SOLE 0 19,386 0
CUMMINS INC COM 231021106 206 2,350 SH   SOLE 0 2,350 0
CVR ENERGY INC COM 12662P108 47 1,207 SH   SOLE 0 1,207 0
DELUXE CORP COM 248019101 10,639 195,083 SH   SOLE 0 195,083 0
DENTSPLY INTL INC NEW COM 249030107 1,220 20,052 SH   SOLE 0 20,052 0
DEXCOM INC COM 252131107 413 5,047 SH   SOLE 0 5,047 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 13,513 640,443 SH   SOLE 0 640,443 0
DICKS SPORTING GOODS INC COM 253393102 3,434 97,149 SH   SOLE 0 97,149 0
DILLARDS INC CL A 254067101 2,122 32,305 SH   SOLE 0 32,305 0
DISCOVER FINL SVCS COM 254709108 4,287 79,958 SH   SOLE 0 79,958 0
DISNEY WALT CO COM DISNEY 254687106 2,651 25,233 SH   SOLE 0 25,233 0
DOMTAR CORP COM NEW 257559203 1,174 31,788 SH   SOLE 0 31,788 0
DONNELLEY R R & SONS CO COM 257867101 231 15,751 SH   SOLE 0 15,751 0
DOW CHEM CO COM 260543103 16,718 324,748 SH   SOLE 0 324,748 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 55,389 594,311 SH   SOLE 0 594,311 0
DRIL-QUIP INC COM 262037104 11,431 193,006 SH   SOLE 0 193,006 0
DUKE ENERGY CORP NEW COM NEW 26441C204 57 808 SH   SOLE 0 808 0
EATON VANCE CORP COM NON VTG 278265103 144 4,455 SH   SOLE 0 4,455 0
EBAY INC COM 278642103 12,417 451,862 SH   SOLE 0 451,862 0
EDWARDS LIFESCIENCES CORP COM 28176E108 34,857 441,343 SH   SOLE 0 441,343 0
ELECTRONIC ARTS INC COM 285512109 30,042 437,172 SH   SOLE 0 437,172 0
EMERSON ELEC CO COM 291011104 8,699 181,892 SH   SOLE 0 181,892 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 14 975 SH   SOLE 0 975 0
ENTERGY CORP NEW COM 29364G103 212 3,107 SH   SOLE 0 3,107 0
EQUIFAX INC COM 294429105 12,461 111,897 SH   SOLE 0 111,897 0
ESSENT GROUP LTD COM G3198U102 4,595 209,955 SH   SOLE 0 209,955 0
EXELON CORP COM 30161N101 24,760 891,618 SH   SOLE 0 891,618 0
EXPEDIA INC DEL COM NEW 30212P303 25,489 205,061 SH   SOLE 0 205,061 0
EXPEDITORS INTL WASH INC COM 302130109 41,974 930,707 SH   SOLE 0 930,707 0
EXXON MOBIL CORP COM 30231G102 45,882 588,613 SH   SOLE 0 588,613 0
F5 NETWORKS INC COM 315616102 69,529 717,098 SH   SOLE 0 717,098 0
FACTSET RESH SYS INC COM 303075105 29,196 179,596 SH   SOLE 0 179,596 0
FAIR ISAAC CORP COM 303250104 8 91 SH   SOLE 0 91 0
FASTENAL CO COM 311900104 4 113 SH   SOLE 0 113 0
FEDERATED INVS INC PA CL B 314211103 235 8,207 SH   SOLE 0 8,207 0
FIRSTENERGY CORP COM 337932107 13,881 437,473 SH   SOLE 0 437,473 0
FMC TECHNOLOGIES INC COM 30249U101 14,380 495,723 SH   SOLE 0 495,723 0
FOOT LOCKER INC COM 344849104 12,319 189,267 SH   SOLE 0 189,267 0
FORD MTR CO DEL COM PAR $0.01 345370860 22 1,569 SH   SOLE 0 1,569 0
FOSSIL GROUP INC COM 34988V106 2,091 57,199 SH   SOLE 0 57,199 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 105 22,681 SH   SOLE 0 22,681 0
GAMESTOP CORP NEW CL A 36467W109 4 151 SH   SOLE 0 151 0
GAP INC DEL COM 364760108 183 7,447 SH   SOLE 0 7,447 0
GENERAL DYNAMICS CORP COM 369550108 22,047 160,506 SH   SOLE 0 160,506 0
GENERAL ELECTRIC CO COM 369604103 6,467 207,630 SH   SOLE 0 207,630 0
GENWORTH FINL INC COM CL A 37247D106 7 2,001 SH   SOLE 0 2,001 0
GILEAD SCIENCES INC COM 375558103 93,402 923,045 SH   SOLE 0 923,045 0
GRACO INC COM 384109104 773 10,730 SH   SOLE 0 10,730 0
HANCOCK HLDG CO COM 410120109 1,721 68,378 SH   SOLE 0 68,378 0
HELMERICH & PAYNE INC COM 423452101 6,584 122,963 SH   SOLE 0 122,963 0
HNI CORP COM 404251100 2,448 67,896 SH   SOLE 0 67,896 0
HOLLYFRONTIER CORP COM 436106108 7,431 186,288 SH   SOLE 0 186,288 0
HOME DEPOT INC COM 437076102 138 1,046 SH   SOLE 0 1,046 0
HSN INC COM 404303109 92 1,824 SH   SOLE 0 1,824 0
HUNTSMAN CORP COM 447011107 3 339 SH   SOLE 0 339 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 32,326 538,329 SH   SOLE 0 538,329 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 8,354 317,077 SH   SOLE 0 317,077 0
INTEL CORP COM 458140100 42,867 1,244,335 SH   SOLE 0 1,244,335 0
INTERNATIONAL BUSINESS MACHS COM 459200101 912 6,627 SH   SOLE 0 6,627 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2,496 20,864 SH   SOLE 0 20,864 0
INTL PAPER CO COM 460146103 8,222 218,099 SH   SOLE 0 218,099 0
INTUIT COM 461202103 68,003 704,700 SH   SOLE 0 704,700 0
INTUITIVE SURGICAL INC COM NEW 46120E602 18,987 34,765 SH   SOLE 0 34,765 0
ISHARES TR SELECT DIVID ETF 464287168 1,477 19,570 SH   SOLE 0 19,570 0
JANUS CAP GROUP INC COM 47102X105 23,918 1,697,529 SH   SOLE 0 1,697,529 0
JOHNSON & JOHNSON COM 478160104 9,375 91,270 SH   SOLE 0 91,270 0
JPMORGAN CHASE & CO COM 46625H100 4,144 62,771 SH   SOLE 0 62,771 0
JUNIPER NETWORKS INC COM 48203R104 1,343 48,679 SH   SOLE 0 48,679 0
KOHLS CORP COM 500255104 56 1,179 SH   SOLE 0 1,179 0
LANDSTAR SYS INC COM 515098101 8,173 139,364 SH   SOLE 0 139,364 0
LAS VEGAS SANDS CORP COM 517834107 291 6,657 SH   SOLE 0 6,657 0
LAUDER ESTEE COS INC CL A 518439104 71,975 817,344 SH   SOLE 0 817,344 0
LEGG MASON INC COM 524901105 17,981 458,359 SH   SOLE 0 458,359 0
LILLY ELI & CO COM 532457108 10,876 129,081 SH   SOLE 0 129,081 0
LINCOLN NATL CORP IND COM 534187109 25,299 503,366 SH   SOLE 0 503,366 0
LINEAR TECHNOLOGY CORP COM 535678106 2,955 69,590 SH   SOLE 0 69,590 0
LOWES COS INC COM 548661107 15,038 197,774 SH   SOLE 0 197,774 0
MADDEN STEVEN LTD COM 556269108 689 22,815 SH   SOLE 0 22,815 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 1,788 11,052 SH   SOLE 0 11,052 0
MANHATTAN ASSOCS INC COM 562750109 11,611 175,477 SH   SOLE 0 175,477 0
MARATHON PETE CORP COM 56585A102 6,633 127,970 SH   SOLE 0 127,970 0
MARKETAXESS HLDGS INC COM 57060D108 556 4,991 SH   SOLE 0 4,991 0
MARRIOTT INTL INC NEW CL A 571903202 9,450 140,975 SH   SOLE 0 140,975 0
MARTIN MARIETTA MATLS INC COM 573284106 91 669 SH   SOLE 0 669 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 0 68 SH   SOLE 0 68 0
MASCO CORP COM 574599106 7,112 251,328 SH   SOLE 0 251,328 0
MASIMO CORP COM 574795100 8,161 196,627 SH   SOLE 0 196,627 0
MASTERCARD INC CL A 57636Q104 721 7,411 SH   SOLE 0 7,411 0
MATTEL INC COM 577081102 60 2,211 SH   SOLE 0 2,211 0
MCKESSON CORP COM 58155Q103 17,491 88,684 SH   SOLE 0 88,684 0
MEDIVATION INC COM 58501N101 87,169 1,803,268 SH   SOLE 0 1,803,268 0
MERCK & CO INC NEW COM 58933Y105 391 7,417 SH   SOLE 0 7,417 0
MERCURY GENL CORP NEW COM 589400100 225 4,852 SH   SOLE 0 4,852 0
METTLER TOLEDO INTERNATIONAL COM 592688105 17,852 52,642 SH   SOLE 0 52,642 0
MICROSOFT CORP COM 594918104 30,413 548,183 SH   SOLE 0 548,183 0
MILLER HERMAN INC COM 600544100 185 6,449 SH   SOLE 0 6,449 0
MOLINA HEALTHCARE INC COM 60855R100 37,994 631,876 SH   SOLE 0 631,876 0
MONSANTO CO NEW COM 61166W101 52,422 532,099 SH   SOLE 0 532,099 0
MOOG INC CL A 615394202 174 2,876 SH   SOLE 0 2,876 0
MORNINGSTAR INC COM 617700109 292 3,641 SH   SOLE 0 3,641 0
MOSAIC CO NEW COM 61945C103 13,324 482,936 SH   SOLE 0 482,936 0
MURPHY OIL CORP COM 626717102 2,595 115,627 SH   SOLE 0 115,627 0
MYRIAD GENETICS INC COM 62855J104 1,223 28,358 SH   SOLE 0 28,358 0
NATIONAL OILWELL VARCO INC COM 637071101 43,237 1,291,071 SH   SOLE 0 1,291,071 0
NAVIENT CORP COM 63938C108 230 20,172 SH   SOLE 0 20,172 0
NETAPP INC COM 64110D104 8,402 316,723 SH   SOLE 0 316,723 0
NETSCOUT SYS INC COM 64115T104 2,095 68,258 SH   SOLE 0 68,258 0
NEWMARKET CORP COM 651587107 9,212 24,197 SH   SOLE 0 24,197 0
NEXTERA ENERGY INC COM 65339F101 228 2,204 SH   SOLE 0 2,204 0
NIKE INC CL B 654106103 35,352 565,640 SH   SOLE 0 565,640 0
NORTHROP GRUMMAN CORP COM 666807102 21,492 113,829 SH   SOLE 0 113,829 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 19,856 1,635,651 SH   SOLE 0 1,635,651 0
NRG ENERGY INC COM NEW 629377508 1,264 107,424 SH   SOLE 0 107,424 0
NU SKIN ENTERPRISES INC CL A 67018T105 1,116 29,466 SH   SOLE 0 29,466 0
NVIDIA CORP COM 67066G104 4,613 139,970 SH   SOLE 0 139,970 0
NVR INC COM 62944T105 11,359 6,914 SH   SOLE 0 6,914 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 56,689 223,699 SH   SOLE 0 223,699 0
OGE ENERGY CORP COM 670837103 12 487 SH   SOLE 0 487 0
OLD DOMINION FGHT LINES INC COM 679580100 3 54 SH   SOLE 0 54 0
OLD REP INTL CORP COM 680223104 265 14,243 SH   SOLE 0 14,243 0
PACKAGING CORP AMER COM 695156109 23 365 SH   SOLE 0 365 0
PACWEST BANCORP DEL COM 695263103 23 549 SH   SOLE 0 549 0
PAPA JOHNS INTL INC COM 698813102 5,675 101,586 SH   SOLE 0 101,586 0
PEGASYSTEMS INC COM 705573103 99 3,623 SH   SOLE 0 3,623 0
PEPSICO INC COM 713448108 39,382 394,144 SH   SOLE 0 394,144 0
PFIZER INC COM 717081103 103,582 3,208,880 SH   SOLE 0 3,208,880 0
PHILIP MORRIS INTL INC COM 718172109 39,875 453,593 SH   SOLE 0 453,593 0
POLARIS INDS INC COM 731068102 9,737 113,290 SH   SOLE 0 113,290 0
POOL CORPORATION COM 73278L105 600 7,432 SH   SOLE 0 7,432 0
PPG INDS INC COM 693506107 1,177 11,912 SH   SOLE 0 11,912 0
PRICE T ROWE GROUP INC COM 74144T108 18,615 260,396 SH   SOLE 0 260,396 0
PRICELINE GRP INC COM NEW 741503403 14,702 11,532 SH   SOLE 0 11,532 0
PRIMERICA INC COM 74164M108 8,559 181,233 SH   SOLE 0 181,233 0
PRINCIPAL FINL GROUP INC COM 74251V102 160 3,579 SH   SOLE 0 3,579 0
PROASSURANCE CORP COM 74267C106 351 7,236 SH   SOLE 0 7,236 0
PROCTER & GAMBLE CO COM 742718109 1,316 16,579 SH   SOLE 0 16,579 0
PROGRESSIVE CORP OHIO COM 743315103 2,584 81,262 SH   SOLE 0 81,262 0
PRUDENTIAL FINL INC COM 744320102 29,495 362,314 SH   SOLE 0 362,314 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 130 3,373 SH   SOLE 0 3,373 0
QEP RES INC COM 74733V100 158 11,842 SH   SOLE 0 11,842 0
QLIK TECHNOLOGIES INC COM 74733T105 1,151 36,369 SH   SOLE 0 36,369 0
QORVO INC COM 74736K101 6,012 118,118 SH   SOLE 0 118,118 0
QUALCOMM INC COM 747525103 66 1,329 SH   SOLE 0 1,329 0
QUESTAR CORP COM 748356102 7 361 SH   SOLE 0 361 0
RACKSPACE HOSTING INC COM 750086100 24,035 949,271 SH   SOLE 0 949,271 0
RALPH LAUREN CORP CL A 751212101 30,266 271,500 SH   SOLE 0 271,500 0
RED HAT INC COM 756577102 25,360 306,245 SH   SOLE 0 306,245 0
REGENERON PHARMACEUTICALS COM 75886F107 25,934 47,773 SH   SOLE 0 47,773 0
RESMED INC COM 761152107 4,854 90,415 SH   SOLE 0 90,415 0
REYNOLDS AMERICAN INC COM 761713106 10 222 SH   SOLE 0 222 0
RLI CORP COM 749607107 259 4,202 SH   SOLE 0 4,202 0
ROBERT HALF INTL INC COM 770323103 43,238 917,237 SH   SOLE 0 917,237 0
ROCKWELL AUTOMATION INC COM 773903109 16,761 163,352 SH   SOLE 0 163,352 0
ROLLINS INC COM 775711104 9 360 SH   SOLE 0 360 0
ROSS STORES INC COM 778296103 11,681 217,090 SH   SOLE 0 217,090 0
SCHLUMBERGER LTD COM 806857108 47,035 674,345 SH   SOLE 0 674,345 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 8 152 SH   SOLE 0 152 0
SEALED AIR CORP NEW COM 81211K100 19,502 437,274 SH   SOLE 0 437,274 0
SEI INVESTMENTS CO COM 784117103 4,728 90,247 SH   SOLE 0 90,247 0
SHERWIN WILLIAMS CO COM 824348106 85,345 328,756 SH   SOLE 0 328,756 0
SIGNATURE BK NEW YORK N Y COM 82669G104 2,095 13,666 SH   SOLE 0 13,666 0
SIGNET JEWELERS LIMITED SHS G81276100 15,823 131,278 SH   SOLE 0 131,278 0
SIMPSON MANUFACTURING CO INC COM 829073105 41 1,222 SH   SOLE 0 1,222 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 18 340 SH   SOLE 0 340 0
SKYWORKS SOLUTIONS INC COM 83088M102 54,083 703,943 SH   SOLE 0 703,943 0
SMITH A O COM 831865209 23,063 301,055 SH   SOLE 0 301,055 0
SOUTHWESTERN ENERGY CO COM 845467109 5,226 735,150 SH   SOLE 0 735,150 0
SPECTRA ENERGY CORP COM 847560109 6,659 278,190 SH   SOLE 0 278,190 0
SPLUNK INC COM 848637104 832 14,162 SH   SOLE 0 14,162 0
ST JUDE MED INC COM 790849103 8,187 132,555 SH   SOLE 0 132,555 0
STAPLES INC COM 855030102 67 7,104 SH   SOLE 0 7,104 0
SUNTRUST BKS INC COM 867914103 1,088 25,412 SH   SOLE 0 25,412 0
SYMANTEC CORP COM 871503108 142 6,779 SH   SOLE 0 6,779 0
SYNAPTICS INC COM 87157D109 721 8,975 SH   SOLE 0 8,975 0
SYNCHRONY FINL COM 87165B103 35,427 1,165,002 SH   SOLE 0 1,165,002 0
SYNTEL INC COM 87162H103 127 2,807 SH   SOLE 0 2,807 0
TABLEAU SOFTWARE INC CL A 87336U105 6,055 64,270 SH   SOLE 0 64,270 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 193 5,565 SH   SOLE 0 5,565 0
TARGET CORP COM 87612E106 688 9,476 SH   SOLE 0 9,476 0
TEXAS INSTRS INC COM 882508104 52,390 955,864 SH   SOLE 0 955,864 0
THE ADT CORPORATION COM 00101J106 2,738 83,024 SH   SOLE 0 83,024 0
TJX COS INC NEW COM 872540109 17,789 250,868 SH   SOLE 0 250,868 0
TRACTOR SUPPLY CO COM 892356106 814 9,532 SH   SOLE 0 9,532 0
TRAVELERS COMPANIES INC COM 89417E109 30,286 268,356 SH   SOLE 0 268,356 0
TUPPERWARE BRANDS CORP COM 899896104 263 4,731 SH   SOLE 0 4,731 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 1,061 38,976 SH   SOLE 0 38,976 0
TWITTER INC COM 90184L102 30,684 1,326,037 SH   SOLE 0 1,326,037 0
UGI CORP NEW COM 902681105 6 201 SH   SOLE 0 201 0
UNION PAC CORP COM 907818108 90 1,161 SH   SOLE 0 1,161 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 90,891 580,370 SH   SOLE 0 580,370 0
UNITEDHEALTH GROUP INC COM 91324P102 42 365 SH   SOLE 0 365 0
URBAN OUTFITTERS INC COM 917047102 17,003 747,421 SH   SOLE 0 747,421 0
VERIZON COMMUNICATIONS INC COM 92343V104 49,761 1,076,630 SH   SOLE 0 1,076,630 0
VIACOM INC NEW CL B 92553P201 59 1,447 SH   SOLE 0 1,447 0
VMWARE INC CL A COM 928563402 32,039 566,367 SH   SOLE 0 566,367 0
WABTEC CORP COM 929740108 8,956 125,929 SH   SOLE 0 125,929 0
WADDELL & REED FINL INC CL A 930059100 74 2,587 SH   SOLE 0 2,587 0
WAL-MART STORES INC COM 931142103 12,153 198,264 SH   SOLE 0 198,264 0
WELLS FARGO & CO NEW COM 949746101 6,086 111,964 SH   SOLE 0 111,964 0
WESTERN DIGITAL CORP COM 958102105 46 774 SH   SOLE 0 774 0
WESTERN UN CO COM 959802109 211 11,790 SH   SOLE 0 11,790 0
WESTROCK CO COM 96145D105 1,085 23,787 SH   SOLE 0 23,787 0
WHOLE FOODS MKT INC COM 966837106 4,307 128,582 SH   SOLE 0 128,582 0
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